Experience

As the Senior member of the Karstadt Lavigne Financial Group Keith is a major participant in the planning, managing and legacy processes that are critical for financial success.

He is celebrating his 44th year as an Advisor to business owners, high net worth individuals and their families, celebrities and professionals.

Keith believes that behavior most often can influence our investment decisions. This is why the planning process is important. It is about the needs and wants of an individual, not what is printed in a short term headline. 

Keith credits his success and longevity in the industry to the appreciation and understanding of his craft. Specifically investment management, asset allocation and client market cycles. 

Prior to becoming a Financial Advisor, Keith was a professional photographer. Photography allowed him to finance his college education. He graduated from Monmouth University with a Bachelor of Arts degree in Psychology. He believes that applying his creativity to the groups financial planning process helps differentiate us as a wealth management team.

Keith currently resides in Holmdel, NJ with his wife Judy. He has three children, Daniel, Kimberly and Dylan and two grandchildren, Freddie and Luke. He is still very passionate about photography, enjoys a good round of golf and spending time with his family.

Gabriel has been at UBS for ten years and providing financial advice to private clients for over fifteen. In that time, Gabriel’s primary focus has been working with families and corporate clients. The majority of his clients are made up of business owners, executives and trustees of organizations which allows him to assist with their personal finances as well as their for profit or not for profit business.

Gabriel is an avid networker and handles the groups internal and external professional relationships and strategic partnerships. Internally he interacts with the corporate retirement group, the business development group and other institutional partners in order to connect our clients with the right resource for whatever goal they are trying to achieve. Externally, he works with a network of professionals to insure that clients have strong partners in terms of estate planning, accounting, commercial insurance and other pertinent areas.

Gabriel is responsible for overseeing the groups retirement and institutional business. As a Retirement Plan Consultant, he is one of a small number of advisors at UBS who is certified to act as a co-fiduciary to plan sponsors and employers. He is well versed in the different types of available retirement plans as well as other executive benefits. 

Gabriel is extremely dedicated to his community. He serves on the board of multiple non-profits, volunteering the majority of his time as the President of Elijah’s Promise which harnesses the power of food to break the cycle of poverty, alleviate hunger, and change lives in Central New Jersey. He sits on the Board of Directors of the United Way of Monmouth and Ocean Counties and the Middlesex County Regional Chamber of Commerce, as well as others. He resides in Colts Neck, New Jersey with his wife Jackie, sons Jacob and Liam and daughter Dani. In his free time he enjoys playing golf, woodworking, playing the drums, kayaking, biking and spending time with his family.

Daniel started his career with the Karstadt Financial group in Red Bank, NJ at UBS in 2011. With Keith as his mentor, Dan was trained to take a planning-based approach to Wealth Management. Our goal is to understand our client’s personal and financial objectives while working with them to achieve these. We take much pride in our relationships with clients and understanding their unique situations. This better ables us to provide the most valuable advice and tailor the changes that come throughout life, markets, and environments.

Dan has worked in various capacities all throughout Wall Street. He has served as both an Advisor & Private Banker for Citigroup in Manhattan, Director of Sales for AimcorEIG covering Southern California, and rejoined the now “Karstadt Lavigne Wealth Management Group” in January 2023. He believes that through this experience he is really able to specialize in multiple facets of his clients Financial and Estate planning. 

Since rejoining with the team Dan has been focused on servicing both East and West Coast clientele. He has been sharing time living between the two with his 3 year old Mexican dog Rudie. He is an active member of Big Brothers Big Sisters in San Diego and a graduate of Johnson and Wales University receiving degrees in Business Entrepreneurship and Culinary Arts. In his free time Dan enjoys being active by surfing, golfing, hiking, cooking, and taking part in the music and arts community.

Amanda started in the industry in 1980 with Tucker Anthony & R.L. Day. After spent 17 years there as a Wire Operator, Assistant to the Branch Manager, and as a Sales Assistant, she joined PaineWebber, now UBS, as a Sales Assistant in 1997.

Amanda understands the importance of a Senior Client Service Associate. Her 30 years experience in this industry allows her to deliver an exceptional client experience. She is the point-person for all aspects of client and account administration. This includes account opening and onboarding, navigation of the UBS On-Line Service system, statement reviews and all operational issues a client may have.

Amanda currently live in Red Bank and in her free time enjoys the beach and reading.

Nick entered the financial services industry in 2017 beginning his career as an intern here at UBS.  Upon graduating he joined UBS in the Northern New Jersey market where has served in various operations and administrative roles. Now as a member of the Karstadt Lavigne Wealth Management Group he will assist servicing clients with their administrative needs. In his spare time Nick enjoys golfing, exercising, spending time at the beach and rooting for his beloved local sports teams the NY Yankees, Giants, and Rangers.